Client Service Associate

Pitcairn Trust Company, LLC • Conshohocken, PA

72d

About The Position

The Client Service Associate serves as the point of contact for client relationships designated by our internal Family Office Client Groups. The Client Service Associate plays a key role in onboarding, maintaining, and enhancing relationships to ensure each receives a personalized, customized Pitcairn experience. The Client Service Associate manages the disbursement of funds, coordinates the account structure and operational features, acts as a liaison to the custodian, our internal Operations, IT, and Tax departments, and corresponds with external advisors. The Client Service Associate is a vital client group member who provides direct support and task management to Relationship Managers, Family Wealth Associates, and Family Wealth Analysts.

Requirements

• Bachelor’s degree preferred.
• Minimum 3 years of experience in an administrative capacity in the financial services or related industry.
• Computer literate with above average working knowledge of MS Word, Excel, Power Point, Outlook, SharePoint.
• Experience with financial services and CRM software programs desirable.

Nice To Haves

• A natural inclination to engage with and interact with others with courtesy.
• A preference for organization, procedure, and exactitude.
• A tendency toward passionate and steadfast pursuit of goals, despite obstacles, discouragement, or distraction.
• A tendency to work to achieve and exceed standards.
• Consistency between both words and actions.

Responsibilities

• Provide first-level client support.
• Coordinate all client account paperwork.
• Coordinate cash distributions (wires/check/ACHs).
• Coordinate bill pay administration, callbacks, and payment processing.
• Process internal & external asset/account transfer forms.
• Process charitable contributions and prepare associated correspondence.
• Process and administer loans and lines of credit (LOC).
• Maintain and update Tamarac CRM and Fidelity platforms (address changes).
• Provide delivery support for tax documents (1099, K-1).
• Provide basic client portal support (i.e., password resets, document uploads).
• Coordinate meetings (primarily external meetings with multiple Trustees, CPAs, and Attorneys).
• Work on both external and internal team projects.
• Provide additional backup/support for other Family Office Client Groups and Client Service Associates.
• Perform other duties as assigned for the efficient operation of the department.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees